Job Description

You will be working on a flexible hybrid schedule as part of Fidelitys dynamic working arrangement.

Who We Are

At Fidelity weve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and were constantly seeking to find new and better ways to help our clients. As a privately owned company we boldly embrace innovation in all areas as we continue to grow our business into the future.

Working with us means youll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. Youll have a wide range of opportunities to grow and develop your career in an inclusive environment where youll feel valued and supported to be your best - both personally and professionally.

What Youll Do

Investly our digital investing app is on a mission to accelerate customer growth through bold data-driven strategiesand incentives are one of our most powerful levers. As the Incentives Manager you will play a critical role in shaping how we attract motivate and retain customers by designing optimizing and scaling innovative incentive programs.

You will own a multi-quarter roadmap experiment with new incentive models collaborate with internal partners and senior leaders and drive measurable business impact across the Investly ecosystem.

If youre energized by experimentation customer-centric digital investing and solving complex growth challenges this is an opportunity to directly shape Investlys future.

Drive a Strategic Growth-Focused Incentive Roadmap

• Develop own and evolve a multi-quarter incentive strategy aligned with Investlys growth priorities.
• Prioritize initiatives that measurably increase funded investors customer lifetime value and market share.
• Support leadership to inform long-term planning and expansion opportunities.

Design and Test Innovative Incentive Models

• Lead the development of creative incentive structures grounded in financial modeling behavioural insights and personalization.
• Pilot new approachesreferrals campaign mechanics loyalty and scale successful experiments.
• Embody a culture of test-and-learn experimentation.

Collaborate Across the Organization to Deliver Seamless Customer Experiences

• Partner with Finance Compliance Legal Marketing Software Development Operations (Investly CX) and Data teams to ensure incentives are financially sound compliant and integrated into the customer journey.
• Support Marketing in orchestrating multi-channel campaigns including email SMS push and emerging channels.

Build and Manage Our Vendor Ecosystem

• Source and manage best-in-class vendors that enable scalable incentive execution.
• Partner with Legal Compliance Finance and IS teams to secure commercial agreements and ensure vendor alignment with Investlys standards.

Measure Performance & Deliver Strategic Insights

• Define and monitor KPIs tied to Investlys growth outcomes
• Use AI tools to analyze campaign performance validate results and generate insights - in partnership with Finance.
• Present reporting and recommendations to guide business decisions and resource allocation.

What Were Looking For

• Completed University Degree or equivalent working experience
• 3 years of experience in growth marketing incentives advertising or digital marketing.
• Success designing and executing incentive programs.
• Strong analytical and financial acumen; comfort navigating complex datasets.
• Familiarity using tools such as Adobe Customer Journey Analytics Tableau Appsflyer and Marketo/Adobe Journey Optimizer
• Understanding of Canadian financial regulations and investor behaviour is an asset

The Expertise You Bring

• Ability to work well with partners including Compliance and Legal teams.
• Exceptional communication and stakeholder management skills with the ability to influence senior leaders.
• Ability to manage multiple projects in a fast-paced evolving environment.
• Familiarity with agile planning and roadmap management tools is an asset

Total Rewards That Reflect Your Impact

We believe exceptional work deserves exceptional recognition. Thats why we offer a competitive compensation package designed to support your success todayand your financial well-being tomorrow.

For this role your total rewards include:

• Base Salary: A competitive annual range of $90000 to $115000 based on your experience and qualifications.
• Performance Bonus: Eligible for a discretionary bonus that rewards your contributions and results.
• RRSP Contribution: After 6 months of employment we invest in your future with an RRSP contributionno employee matching required.

Were proud to offer a compensation package that aligns with provincial pay transparency requirements.

This posting represents an existing vacancy within our organizationan opportunity to step into a role where your talents will make a meaningful difference.

Current work authorization for Canada is required for all openings.

Some of the ways well help you feel valued and supported as part of our team:

• Flexible working arrangements - 100% remote hybrid and in office options
• Competitive total compensation including company contributions to your group RRSP without a matching requirement from you
• Comprehensive health benefits that start on your first day with 100% employer-paid premiums that include up to $5000 annually for mental health services and therapy
• Parental leave top-up to 100% of your salary for a period of 25 weeks
• Up to $650 for home office equipment
• Generous time off policy including 2 paid days annually to volunteer at a charity of your choice
• Diversity and inclusion programs including an active network of Employee Resource Groups
• Extensive professional development opportunities including access to over 11000 training and development courses tuition reimbursement and monetary rewards for completing a required designation

We care a lot about fostering a compassionate people-centric culture and are proud to have been named one of Canadas Top 100 employers for the last five years.

Fidelity Canada is an equal opportunity employer

Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race color religion sex sexual orientation gender identity or expression national or ethnic origin age disability family status protected veterans status Aboriginal/Native American status or any other legally-protected ground.

Accommodation during the application process

Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation please email us at .

No telephone inquiries or agencies please. We thank all applicants for their interest please be advised that only those selected for an interview will be contacted.

Why Work at Fidelity

We are proud to be recipients of the following:

Awards

Canadas Top 100 Employers
o Greater Torontos Top Employers
o Canadas Top Family-Friendly Employers
o Canadas Top Employers for Young People

Great Place To Work Certified
o Best Workplaces for Inclusion
o Best Workplaces for Mental Wellness
o Best Workplaces for Todays Youth
o Best Workplaces for Women
o Best Workplaces in Financial Services & Insurance
o Best Workplaces in Ontario
o Best Workplaces with Most Trusted Executive Teams

LinkedIn Top Companies in Canada

Human Resource Director (HRD) - Best Place To Work
o HRD - 5-Star Benefit Program
o HRD - 5-Star Diversity & Inclusion Employer

Designations
Canadian Compassionate Companies Certified
Benefits Canadas Workplace Benefits Award - Future of Work Strategy
TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting
Canadian HR Reporters Most Innovative HR Team